Abnormal Returns
APRIL 30, 2024
Strategy Widen your investing lens. (awealthofcommonsense.com) The best investors are running their own race. (klementoninvesting.substack.com) Walmart Walmart ($WMT) is launching a new in-house brand, 'bettergoods.' (axios.com) Walmart ($WMT) is getting out of the health clinic business. (retaildive.com) Eli Lilly Eli Lilly ($LLY) is selling a lot of weight loss drugs.
Nerd's Eye View
APRIL 30, 2024
Welcome everyone! Welcome to the 383rd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Troy Sharpe. Troy is the Founder and CEO of Oak Harvest Financial Group, an RIA based in Houston, Texas, that oversees approximately $750 million in assets under management for about 1,000 client households. What's unique about Troy, though, is how his firm's emphasis on driving organic growth through a multi-pronged marketing strategy, including a radio show, in-person semina
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Abnormal Returns
APRIL 30, 2024
Factor investing Portfolio construction matters when it comes to factor investing. (insights.finominal.com) Does machine learning improve on factor investing? (alphaarchitect.com) Research Managed futures returns are lumpy. (rcmalternatives.com) What valuations miss. (morganstanley.com) How much do valuations matter for multi-asset investing? (entrylevel.topdowncharts.com) How social media has helped analysts improve their earnings estimates.
A Wealth of Common Sense
APRIL 30, 2024
It feels like we’re in a weird place from the perspective of the economy and financial assets. Housing prices seem too high. Consumer prices seem too high. Stock prices seem too high. Government debt seems too high. I understand why people are worried. These things are cyclical and the lines can’t go up and to the right forever. Bear markets, financial crises, recessions, etc. are features we cannot do away wi.
Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.
Advisor Perspectives
APRIL 30, 2024
The latest Chicago Purchasing Manager's Index (Chicago Business Barometer) fell to 37.9 in April from 41.4 in March. This is the fifth straight monthly decline and the lowest level for the index since November 2022. The latest reading is worse than the 44.9 forecast and keeps the index in contraction territory for a fifth consecutive month.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Advisor Perspectives
APRIL 30, 2024
The Federal Housing Finance Agency (FHFA) house price index (HPI) rebounded to 423.0 in February, a new all-time high. U.S. house prices increased by 1.2% from the previous month and are up 7.0% from one year ago. After adjusting for inflation, the real index was up 0.8% month-over-month and up 5.1% year-over-year.
Wealth Management
APRIL 30, 2024
With careful planning, an owner buyout can benefit all parties.
Calculated Risk
APRIL 30, 2024
Today, in the Calculated Risk Real Estate Newsletter: Case-Shiller: National House Price Index Up 6.4% year-over-year in February; FHFA: House Prices Increased in February, up 7.0% YoY Excerpt: S&P/Case-Shiller released the monthly Home Price Indices for February ("February" is a 3-month average of December, January and February closing prices).
Wealth Management
APRIL 30, 2024
What if you don’t believe $1 is worth $1?
Speaker: Abdi Ali, Sr. Lease Accounting Consultant
Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets. Learn how these tools, while useful, can sometimes lead to inefficiencies that affect your time, resources, and peace of mind.
Advisor Perspectives
APRIL 30, 2024
The Conference Board's Consumer Confidence Index® fell to its lowest level since July 2022. The index retreated to 97.0 this month from March's downwardly revised 103.1. This month's reading was lower than expected, falling short of the 104.0 forecast.
Wealth Management
APRIL 30, 2024
After more than two months of positive fund flows, the largest spot bitcoin ETFs have posted outflows in recent days. Morningstar looked at five ETFs trends to watch in the current market environment. These are among the investment must reads we found this week for wealth advisors.
Calculated Risk
APRIL 30, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. • At 8:15 AM, The ADP Employment Report for April. This report is for private payrolls only (no government). The consensus is for 180,000 payroll jobs added in April, down from 184,000 added in March. • At 10:00 AM, ISM Manufacturing Index for April.
Wealth Management
APRIL 30, 2024
Chief Revenue Officer Mike Goss will replace Wetzel at the end of next week.
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Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid. Learning Objectives: This course objective is to understand how to properly prepare and review balance sheet reconciliations and its impact on the financial statements.
Trade Brains
APRIL 30, 2024
Ketan Parekh Scam: One of the biggest stock market frauds that became an eye-opening event for not only the equity investors but also for the Securities Exchange Board of India and other regulatory authorities was Ketan Parekh Scam. The Market Rip-off was done in such a way that he was able to make multiple times the annual return on the stocks he manipulated.
Wealth Management
APRIL 30, 2024
The program builds on the expertise of Caliber Wealth Management, which merged with Diversify earlier this year.
Advisor Perspectives
APRIL 30, 2024
Until recently, any suggestion of fiscal prudence was quickly dismissed as “austerity” by economists on the left. But with higher interest rates fast becoming the new normal, the idea that any economic problem can be solved with more government borrowing has become untenable.
Wealth Management
APRIL 30, 2024
The Atlanta-based RIA will acquire the $300 million AUM Money Advisor Group.
Speaker: Igli Laci, Strategic Finance Leader
In today’s competitive market, pricing is more than just a number — it’s the cornerstone of profitability. The right pricing strategy ensures that you capture the true value of your offering, paving the way for sustainable growth and long-term success. Join Igli Laci, Strategic Finance Leader, in this exclusive session where he will explore how a well-crafted pricing approach balances customer perception with business objectives, creating a powerful tool for securing both competitive advantage a
Advisor Perspectives
APRIL 30, 2024
Valid until the market close on May 31, 2024 This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month.
Wealth Management
APRIL 30, 2024
Nathanson, who is Focus' president and CEO of the Colony Group, takes over his new role, effective immediately.
Advisor Perspectives
APRIL 30, 2024
The other day I watched an interview between Denzel Washington and Jamie Foxx.
Wealth Management
APRIL 30, 2024
Dusty Sternadel pleaded guilty to wire fraud in January in connection with a scheme that stole from at least 10 clients, most of whom were elderly, according to the DOJ.
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Change is difficult, whether in our private or work life. However, without change, growth and learning are difficult not to mention keeping up with the market and staying competitive. We have all worked for or ourselves are the bosses that prefer to keep the status quo. We will discuss how to address the "change challenge" to enable you to be a changemaker and a graceful recipient of change.
Random Roger's Retirement Planning
APRIL 30, 2024
Corey Hoffstein from Newfound and ReturnStacked ETFs had a Twitter thread that recapped a webinar they put on about how to use their funds but it seemed to have an edge to it like it was defensively justifying the idea. Take that Tweet combined with the two older funds ReturnStacked Stocks & Trend (RSST) and Return Stacked Bonds & Trend (RSBT) which appear to be lagging as per the following.
Wealth Management
APRIL 30, 2024
Advisors Asset Management's Cliff Corso shares his thoughts on creating an investment portfolio to withstand sticky inflation and uncertain monetary policies.
Million Dollar Round Table (MDRT)
APRIL 30, 2024
By Bryce Sanders Many financial advisors and life insurance agents are natural talkers and storytellers. If this is you, public speaking might be an ideal strategy to raise your visibility as a financial and insurance professional, keeping you top of mind when people in the community want an insurance agent or financial advisor. You may face two challenges though: Compliance.
Wealth Management
APRIL 30, 2024
The California RIA will acquire Cedar Brook Group, a Cleveland firm with $2 billion in assets.
Speaker: Hilary Akhaabi, PhD - Founder, Chief Financial & Operations Officer at Go Africa Global
In the fast-paced world of corporate finance, staying ahead of the curve is crucial for sustainable growth and profitability. This exclusive webinar with leading expert Hilary Akhaabi, PhD, will teach you practical ways to navigate complex financial landscapes and enhance your company's revenue management capabilities. Whether you're aiming to refine your financial strategies or seeking innovative solutions to drive performance, this new session is for you!
The Irrelevant Investor
APRIL 30, 2024
Today’s Animal Spirits is brought to you by YCharts: See here for the YCharts report builder and proposal capabilities to save time and add value to client relationships! On today’s show, we discuss: 30 years of financial market returns Cathie Wood’s popular ARK funds are sinking fast Young Americans are getting left behind by rising home prices, higher stocks Vanguard: How America Saves Five thing.
Wealth Management
APRIL 30, 2024
Join Shannon Rosic and Dana Rhodes, as they discuss Axtella's recent rebranding and firm initiatives, focusing on personalized services, next-gen advisor support, and innovative technology in the financial services industry.
Calculated Risk
APRIL 30, 2024
The Census Bureau released the Residential Vacancies and Homeownership report for Q1 2024 today. The results of this survey were significantly distorted by the pandemic in 2020. This report is frequently mentioned by analysts and the media to track household formation, the homeownership rate, and the homeowner and rental vacancy rates. However, there are serious questions about the accuracy of this survey.
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